Elm Partners Management’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
4,435
+2,091
| +89% | +$1.39M | 0.17% | 33 |
|
|
2025
Q1 | $1.27M | Buy |
2,344
+353
| +18% | +$191K | 0.08% | 36 |
|
|
2024
Q4 | $1.24M | Sell |
1,991
-2
| -0.1% | -$1.24K | 0.08% | 37 |
|
|
2024
Q3 | $1.17M | Buy |
1,993
+370
| +23% | +$217K | 0.08% | 34 |
|
|
2024
Q2 | $936K | Buy |
1,623
+1,010
| +165% | +$582K | 0.07% | 42 |
|
|
2024
Q1 | $321K | Hold |
613
| – | – | 0.03% | 53 |
|
|
2023
Q4 | $297K | Buy |
+613
| New | +$297K | 0.03% | 48 |
|
|
2022
Q2 | – | Sell |
-237
| Closed | -$99K | – | 45 |
|
|
2022
Q1 | $99K | Buy |
+237
| New | +$99K | 0.01% | 36 |
|